Welcome a New Shareholder • Letter Templates and Guides

How to write this letter:

1Express a warm welcome to the company.
2Provide general information about the company and more specific information concerning the stockholder's investment.
3Invite further communication.
4Close with a positive expression about future association.


A company with a relatively small number of shareholders may send this letter. It is important to give a new shareholder a sense of ownership. Use language that conveys that feeling. Help the reader feel that he or she belongs.

Example Letter #1


Congratulations on your decision to become a shareholder in the largest wheat storage business in Kansas. You are now a partner in one of the most promising ventures of the decade. We have seen remarkable growth during the past year and we project even more significant profits as wheat prices remain high. I am enclosing the Doe Shareholders' Report dated July 15. The graph on page 25 shows the gains made over the past five years.

We welcome your questions and suggestions. Please do not hesitate to call at 555-5555. Our next stockholders' meeting will be October 1 at 9:00 a.m. in the executive dining room of our corporate building in Springfield. We hope you will attend and participate in the discussions and decisions.

Example Letter #2


May I convey my warm welcome to you as one of Doe's newest shareholders? I am delighted that you have elected to join us in our expanding global enterprise.

You will surely want to familiarize yourself with our company's operations, goals, and strategies, so I am sending you a folder of materials documenting our history for the last five years and projecting our growth for the next five. Also enclosed is a copy of our latest quarterly report to shareholders. These documents show why we are so optimistic about our future.

In our next shareholders' meeting on February 12, we will explain significant developments in our Asian markets and unveil an unusually effective advertising and public relations campaign. We invite you to join us on that occasion. Until then may this brief introduction serve as a beginning of what we hope will be a long and productive association. Welcome aboard.

Example Letter #3


I would like to personally welcome you as a shareholder in Doe Corporation. This is an exciting time for our industry. Our design department recently won the editor's choice award in the Springfield Review and is considered a favorite among PC users. Our gross sales doubled in the last year while our earnings per share tripled. You have made a sound investment in Doe Corporation and we look forward to even greater success.

Example Letter #4


Congratulations on your wise investment in the future of the Doe Corporation. To keep you abreast of the company's progress, we will send you a monthly newsletter documenting production and sales and alerting you to issues to be voted on in our quarterly meetings. We hope you will be able to attend those meetings to have your voice heard. Of course, if you have any questions or suggestions in the meantime, feel free to contact me or John Doe at 555-5555.

Also attached is an automatic reinvestment form. Reinvesting your quarterly dividends is a great way to make your initial investment grow even faster.

Example Letter #5


Doe Corporation is pleased to welcome you as a new investor in our company. We are sure you will find your investment to be a sound and rewarding financial decision.

I am sending you additional information about Doe Corporation, including the most recent annual and quarterly reports. We will update you regularly on the growth and progress of the company, and notify you in advance of all shareholder meetings. We hope you will be an active, involved investor, exercising your privileges as a stockholder of this expanding company.

We invite you to communicate with us directly with any suggestions, ideas, or questions you may have. You can reach us at 555-5555 during regular business hours, or you may send your comments by mail. We look forward to a long and profitable relationship. We anticipate seeing you at our next shareholders' meeting.

Example Letter #6


We just received your subscription for 6,000 shares and your check. Thank you for your interest in Doe and your commitment to its future. You will be pleased to know that we just voted to expand into the Pacific Northwest. Your investment will help with that expansion.

We invite you to our next board meeting at 9:00 a.m. on May 5, at the Springfield Hotel. I have enclosed our most recent quarterly report and 10-K for your use. Please give me a call at 555-5555 if you have any questions. Enjoy the ride.

Write Your Letter Step-by-Step


Express a warm welcome to the company.

Example Sentences for Step 1

Example Phrases for Step 1


Provide general information about the company and more specific information concerning the stockholder's investment.

Example Sentences for Step 2

Example Phrases for Step 2

Recommended Articles